Financial ADVSR advisor directory · SEC adviser records
The Joseph Group Capital Management financial advisors in Columbus, OH
Every SEC-registered investment adviser representative at a The Joseph Group Capital Management office in Columbus, A to Z.
The short answer
7 registered advisors work at The Joseph Group Capital Management in Columbus, out of 7 at the firm nationwide; it ranks number 40 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
The Joseph Group Capital Management advisors in Columbus, A to Z
Every The Joseph Group Capital Management advisor →- Nicholas D. BoydenInvestment adviser rep
- Patrick J. FinneranCertified Financial Planner
- Theresa LechardCertified Financial Planner
- Bruce S. MizerInvestment adviser rep
- Mark J. PalmerInvestment adviser rep
- Matthew D. PalmerInvestment adviser rep
- Todd D. WalterCertified Financial Planner
The Joseph Group Capital Management advisors in every city and state →The Joseph Group Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Columbus
All Columbus advisors →J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36UBS Financial Services Inc. 33LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22
Questions
How many financial advisors does The Joseph Group Capital Management have in Columbus?
7 investment adviser representatives are registered at The Joseph Group Capital Management offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is The Joseph Group Capital Management one of the largest advisor employers in Columbus?
The Joseph Group Capital Management ranks number 40 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.
How do I check a The Joseph Group Capital Management advisor in Columbus?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Joseph Group Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.